SECURED RETIREMENT ADVISORS, LLC - Portfolio overview

SECURED RETIREMENT ADVISORS, LLC has 146 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. STRV - EA SERIES TRUST, 4.10%
2. NVDA - NVIDIA CORPORATION, 3.61%
3. AAPL - APPLE INC, 3.30%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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